Purchases and Sales Made in Q4 2024 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q4 2024. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
555+ 39.61% |
$114K - $139K
|
1.96K
$506K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
549+ 13.41% |
$113K - $137K
|
4.64K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
549+ 157.31% |
$113K - $137K
|
898
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
544+ 5.45% |
$112K - $136K
|
10.5K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
543+ 2.12% |
$111K - $136K
|
26.2K
$6.78M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
541+ 40.77% |
$111K - $135K
|
1.87K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
541+ 3.74% |
$111K - $135K
|
15K
$3.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
540+ 12.68% |
$111K - $135K
|
4.8K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
540+ 6.91% |
$111K - $135K
|
8.36K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
538+ 1.24% |
$110K - $135K
|
43.9K
$11.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
537+ 4.0% |
$110K - $134K
|
14K
$3.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
533+ 0.54% |
$109K - $133K
|
99K
$25.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
529+ 12.87% |
$109K - $132K
|
4.64K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
529+ 10.92% |
$109K - $132K
|
5.37K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
529+ 2.66% |
$109K - $132K
|
20.4K
$5.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
528New |
$108K - $132K
|
528
$137K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
523+ 31.68% |
$107K - $131K
|
2.17K
$563K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
522+ 20.23% |
$107K - $131K
|
3.1K
$803K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
517+ 2.8% |
$106K - $129K
|
19K
$4.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
512+ 34.5% |
$105K - $128K
|
2K
$517K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
511+ 0.8% |
$105K - $128K
|
64.2K
$16.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
509+ 31.04% |
$104K - $127K
|
2.15K
$556K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
507+ 4.67% |
$104K - $127K
|
11.4K
$2.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
505+ 0.76% |
$104K - $126K
|
67K
$17.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
505+ 253.77% |
$104K - $126K
|
704
$182K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
505+ 1.19% |
$104K - $126K
|
42.8K
$11.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
504+ 4.71% |
$103K - $126K
|
11.2K
$2.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
502+ 3.62% |
$103K - $126K
|
14.4K
$3.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
502+ 0.13% |
$103K - $126K
|
389K
$101M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
501+ 1.59% |
$103K - $125K
|
31.9K
$8.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
500+ 28.0% |
$103K - $125K
|
2.29K
$592K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
500+ 32.47% |
$103K - $125K
|
2.04K
$528K
|
|
|
Feb 12, 2025
Q4 2024
|
Barbara Oil Co.
Chicago, IL |
BUY
|
- |
500+ 0.75% |
$103K - $125K
|
67.5K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
500+ 1111.11% |
$103K - $125K
|
545
$141K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
496+ 10.68% |
$102K - $124K
|
5.14K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
494+ 22.08% |
$101K - $124K
|
2.73K
$707K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
493+ 2.18% |
$101K - $123K
|
23.1K
$5.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
491+ 16.13% |
$101K - $123K
|
3.54K
$915K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
491+ 4.04% |
$101K - $123K
|
12.7K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
490+ 11.16% |
$101K - $123K
|
4.88K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
489+ 11.38% |
$100K - $122K
|
4.79K
$1.24M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
485+ 74.5% |
$99.5K - $121K
|
1.14K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
485+ 29.04% |
$99.5K - $121K
|
2.16K
$558K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
485+ 2.52% |
$99.5K - $121K
|
19.7K
$5.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
481+ 9.16% |
$98.7K - $120K
|
5.73K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
481+ 10.47% |
$98.7K - $120K
|
5.07K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
481+ 16.58% |
$98.7K - $120K
|
3.38K
$875K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
480+ 1.34% |
$98.5K - $120K
|
36.4K
$9.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
479+ 2.85% |
$98.3K - $120K
|
17.3K
$4.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
477+ 3.89% |
$97.9K - $119K
|
12.7K
$3.3M
|